Estate Planning
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Probate cases taking nearly two years to be granted soar 131%
New analysis of Freedom of Information (FoI) data obtained from the Ministry of Justice by Quilter, the financial adviser and pension provider,…
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Part 1: Adapting to lower tax allowances | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the first in a 3-part mini series on the new tax year. This first…
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Inheritance tax planning set to become more complex as business relief rules change, warns Aberdeen Adviser
Financial advisers and paraplanners may need to revisit estate planning strategies for business owners and investors ahead of significant changes to business…
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Aberdeen Adviser launches Trust Service to help advisers deal with the £7 trillion tsunami of family money washing up on their shores
As succession planning and wealth transfer continue to move higher up the agenda for many families, access to reliable technical support and…
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Adviser conversations linked to higher charitable giving in Wills, new research shows
Professional advisers are playing a critical role in shaping clients’ decisions to include charitable gifts in their Wills, according to new consumer…
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Experts react as IHT rakes in record £7.7bn in February, exceeding last year’s total by £132mn
This morning’s HMRC update shows that Inheritance Tax (IHT) receipts totalled £7.7 billion through the first eleven months of the 2025/26 financial…
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Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent | Quilter’s Adam Cole comments on what it means for advisers
The Finance Bill is set for Royal Assent, confirming that from April 2027, unused pension funds will fall fully within the scope…
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New RBC Brewin Dolphin research reveals legacy planning gap
New research from wealth manager RBC Brewin Dolphin has found that a significant proportion of people have not implemented proper legacy planning.…
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STEP launches Barometer report to spotlight global trends in family wealth and succession planning
STEP, the professional body for trust and estate practitioners, has published its STEP Barometer 2026: Global trends in family wealth and succession planning. The…
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Inheritance tax reforms drive demand for ‘gifting with control’ as wealthy families rethink succession plans
High Net Worth families are increasingly turning to ‘gifting with control’ strategies as inheritance tax (IHT) reforms prompt a reassessment of how…
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